Why Managed Futures?

Have you looked at the CTA Index lately? Well, the returns amongst commodity traders don’t look good, they look amazing! The average managed futures program, as measured by the Barclay CTA Index, was up 14% in 2008, beating the stock market by a staggering 51 percent. Run by commodity-trading advisers, or CTAs, managed futures funds now hold over $200 Billion, trading anything from crude oil to stock indexes. Why is this so important you may ask? Well, if you are a high net worth investor, managed futures might just be the perfect fit for you.

If you’re a qualified investor with a diversified investment strategy, the fact is, you may want to add managed futures to your long-term financial plan. Offering you the potential to profit in both rising and falling markets, managed futures can add significant growth to any portfolio. In addition, while increasing potential yields, managed futures strategies can hedge you against equities and inflationary pressure. Unlike stocks, futures give you the control to profit from analysis, rather than losing money in a falling market.

For more information on managed futures investments, contact our firm via phone or email. We provide investors with educational material detailing options trading, commodities and managed futures, in addition to the investment opportunities we provide.

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THE RISK OF TRADING COMMODITY FUTURES, OPTIONS AND FOREIGN EXCHANGE ("FOREX") IS SUBSTANTIAL. THE HIGH DEGREE OF LEVERAGE ASSOCIATED WITH COMMODITY FUTURES, OPTIONS AND FOREX CAN WORK AGAINST YOU AS WELL AS FOR YOU. THIS HIGH DEGREE OF LEVERAGE CAN RESULT IN SUBSTANTIAL LOSSES, AS WELL AS GAINS. YOU SHOULD CAREFULLY CONSIDER WHETHER COMMODITY FUTURES, OPTIONS AND FOREX IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. IF YOU ARE UNSURE YOU SHOULD SEEK PROFESSIONAL ADVICE. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS. IN SOME CASES MANAGED ACCOUNTS ARE CHARGED SUBSTANTIAL COMMISSIONS AND ADVISORY FEES. THOSE ACCOUNTS SUBJECT TO THESE CHARGES, MAY NEED TO MAKE SUBSTANTIAL TRADING PROFITS JUST TO AVOID DEPLETION OF THEIR ASSETS. EACH COMMODITY TRADING ADVISOR ("CTA") IS REQUIRED BY THE COMMODITY FUTURES TRADING COMMISSION ("CFTC") TO ISSUE TO PROSPECTIVE CLIENTS A RISK DISCLOSURE DOCUMENT OUTLINING THESE FEES, CONFLICTS OF INTEREST AND OTHER ASSOCIATED RISKS. THE CFTC HAS NOT PASSED UPON THE MERITS OF PARTICIPATING IN ANY OF THE FOLLOWING PROGRAMS NOR ON THE ADEQUACY OR ACCURACY OF THE DISCLOSURE DOCUMENTS. OTHER DISCLOSURE STATEMENTS ARE REQUIRED TO BE PROVIDED TO YOU BEFORE AN ACCOUNT MAY BE OPENED FOR YOU.